Crestwood Blog

Relationship Assistant
Brenda Senger
Brenda Senger

Integrating OneNote with Dynamics 365 for Sales

Did you know that you could integrate OneNote with your Dynamics 365 environment? This will allow you to easily access a OneNote notebook directly from the 365 dashboard, adding additional functionality that the Customer Notes feature in 365 doesn’t support. You can easily share customer notes, and add images and drawings. Requirements: D365 Online version … Read more

Read More…

Video Image
Juliet Constantino
Juliet Constantino

Quickly Create a Detailed Financial Statement Report in Microsoft Dynamics 365 Business Central

When printing income statement reports from Microsoft Dynamics 365 Business Central, the standard report is clear, but doesn’t provide details for every G/L account within the account categories that were assigned when setting up. This video shows how to quickly and easily create a custom view that allows you to view detailed information for all … Read more

Read More…

Webinar
Amber Tselios
Amber Tselios

Webinar: Crestwood Add-Ons for Acumatica: Save Even More Time and Money

Thursday, July 26, 2018  at  11:00 AM – Noon (CST) Learn how to super-charge Acumatica with add-on products from Crestwood   Click here to register! Crestwood has developed a number of productivity solutions, designed to help you gain even more efficiencies and cost savings with Acumatica. Please join us for our product overview demonstration of … Read more

Read More…

Crown on a chess piece
Amber Tselios
Amber Tselios

Crestwood Associates Awarded the AvidXchange 2017 Rookie of the Year Runner-up

AvidXchange, a financial technology company, has named Crestwood Associates as runner-up to their annual award of “Rookie of the Year” at their annual Partner Connect and Revolution Users’ Conference held this year in Chicago, IL. AvidXchange joined Crestwood’s list of independent software vendors in 2016. “AvidXchange is focused on the quality of the partnerships we cultivate, … Read more

Read More…

Bob Scott 2018 Top VARs
Amber Tselios
Amber Tselios

Crestwood Makes Bob Scott’s Top VARs List for a Sixth Year

Crestwood Associates has again been named to the Bob Scott’s Insights 100 Top VARs for 2018. This is Crestwood’s sixth consecutive year appearing on the list at the highest ranking yet: #36. The Top 100 resellers are chosen from organizations that sell and implement Enterprise Resource Planning (ERP) and accounting software. “We always appreciate appearing … Read more

Read More…

Mike Gifford
Mike Gifford

Acumatica PXCheckUnique

I was working on a client project in Acumatica and stumbled across the PXCheckUnique attribute.  This handy attribute allows the system to ensure that field values are unique that aren’t a part of the unique key defined for the table. PXCheckUnique Allows you to control unique values in a grid for a specified set of … Read more

Read More…

Save time and money
Christian Hurley
Christian Hurley

Save 10-25% Processing Credit Cards in Dynamics GP with iTransact

I recently had a couple of my clients complain about their merchant services for processing credit cards in Microsoft Dynamics GP, so I decided to look at alternative solutions. Since Crestwood is part of the BDO Alliance, I asked who they might recommend. iTransact merchant services was at the top of the list. After some … Read more

Read More…

Error
Melissa Blassingame
Melissa Blassingame

Reclassifying Batches in Acumatica

Do you have batches where one line that is recorded to a wrong account, subaccount, or branch?  You probably don’t want to reverse the whole transaction to fix it.  In Acumatica, using the Reclassify action allows you to change the one line of a batch that needs to be fixed,  instead of Reversing the whole … Read more

Read More…

Documents
Tiffany Bennett
Tiffany Bennett

Missing AR Documents in the Dynamics SL AR Payment Application Window

Recently, we received a call from a client explaining how they were missing AR documents in the Detail area of the AR Payment Application screen in Microsoft Dynamics SL.  However, the missing documents did show up on the Aging Report and also showed as “open” in the Customer Maintenance Activity.  What’s going on? Where are … Read more

Read More…

Tablet with dashboard
Melissa Paglia
Melissa Paglia

Use SSRS to Save Time Getting Dynamics GP Reports for Your Audits

Most people export a .csv file of their Trial Balance Detail report right from Microsoft Dynamics GP for their audit team.  However, you usually end up spending more time than you would like cleaning it up, re-formatting, and manipulating it first.  Sound familiar? Here’s an easy solution: Export using SSRS Instead of exporting from Dynamics GP … Read more

Read More…

Cloud computing, technology connectivity concept
Christine Jacob
Christine Jacob

Options When Integrating Data to Microsoft Dynamics GP

Our clients often ask about the best data integration options with Dynamics GP.  While every client’s business requirements are different, there are still several best practices that our team considers when working with our clients.   First, we always make sure that we understand the business requirements for the integration. This includes setting short-term and long-term … Read more

Read More…